- Email Automation
- Email Management
- CRM contact sync
Manage email communications and responses effectively
Automatically synchronize new and updated contacts from your email interactions into your CRM system, ensuring that your customer database stays current and accurate. This automation reduces manual data entry and prevents contact information from slipping through the cracks. By keeping your CRM up to date, you can follow up on leads faster and maintain stronger relationships.
Filter by common apps:
Boulevard
Constant Contact
Instantly
Filter by Zapier
HubSpot
Mailgun
Zoho CRM
Gmail
Formatter by Zapier
Clio
Delay by Zapier
Wealthbox CRM
Notion
Code by Zapier
Storage by Zapier
Salesforce
Zapier Tables
Mailchimp
lemlist
Facebook Custom Audiences
- Update contact information in Constant Contact when a client is updated in Boulevard
- Log email replies as engagements in HubSpot from Instantly
Log email replies as engagements in HubSpot from Instantly
- Track email bounces in Mailgun, find contacts in Zoho CRM, and create tasks for follow-up
Track email bounces in Mailgun, find contacts in Zoho CRM, and create tasks for follow-up
- Create new contact and matter in Clio from new Gmail email
Create new contact and matter in Clio from new Gmail email
- Manage emails by labeling and delete processed requests in Gmail
Manage emails by labeling and delete processed requests in Gmail
- Capture client emails from Gmail, find contact in Wealthbox CRM, and create notes
Capture client emails from Gmail, find contact in Wealthbox CRM, and create notes
- Manage email communications in Notion, filter updates, run code, and queue outreach
Manage email communications in Notion, filter updates, run code, and queue outreach
- Update Mailchimp subscribers from Salesforce when a field changes, and format data for accuracy
Update Mailchimp subscribers from Salesforce when a field changes, and format data for accuracy
- Add and remove email addresses in Facebook Custom Audiences from lemlist activity
Add and remove email addresses in Facebook Custom Audiences from lemlist activity
